Access CRM data including contacts, projects, sales, and documents. View sales dashboards and pipelines. Update information, schedule or reschedule meetings, and communicate with colleagues. Create and manage diaries.
Earn points by receiving recognition from coworkers. Send fun ecards and participate in team activities. Celebrate milestones and redeem rewards. Track recognition and points. Engage with customers through incentives and loyalty programs.
Create and send orders and quotes offline. Manage customer access to product catalogs for self-ordering. Track performance and streamline the ordering process for distributors, wholesalers, and manufacturers.
Track and manage sales leads based on location. View nearby appointments and follow-ups. Log completed visits and update lead statuses. Receive actionable insights to optimize daily activities.
Access sales content and presentations instantly. Share materials with customers and track engagement. Analyze performance data to refine strategies. Customize presentations for tailored buyer experiences.